See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP3 years Filed as: SIKICH, LLP Service code 10 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 530056237 | Accounting | $15,934 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,242 | $65,376-30.8% | $87,100-48.1% | $65,185-30.6% |
| Participation rate | 77.4% | 75.3%+2.1pp | 76.9%+0.6pp | 70.2%+7.2pp |
| Annual return | 21.21% | 31.27%-10.1pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $274 | $1,822-85.0% | $2,521-89.1% | $2,177-87.4% |
| Participant deferral / active EE | $1,683 | $3,388-50.3% | $4,049-58.4% | $3,514-52.1% |
| Admin fee / account holder | $136 | $520-73.8% | $7,497-98.2% | $847-83.9% |